VP Consultant Relation Sales

About Calamos

Calamos is a diversified global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the world Calamos maintains dedicated investment teams across all asset classes with global research capabilities and access to specialized private and public markets. Calamos offers investment strategies and personal wealth management solutions through separately managed portfolios mutual funds ETFs closed-end funds private funds and UCITS funds. Clients include major corporations pension funds endowments foundations and individuals as well as the financial advisors and consultants who serve them. Headquartered in the Chicago metropolitan area (with offices in both Naperville and Fulton Market in Chicago) the firm also maintains offices in New York San Francisco Milwaukee Portland and the Miami area.

Summary of the Role

The VP Consultant Relations Sales is a senior level business development professional focusing on new business development across consultants. This positions primary objective is to identify contact qualify and close new institutional consultant investment management relationships resulting in new investment management revenues and assets under management (AUM) for the firm. Performance will be based on the success within assigned territory in establishing contacts qualifying prospects building relationships (generally referred to as activities) and recognizing new AUM and fee revenues.

Primary Responsibilities

• Develops and executes a business plan to successfully cultivate direct institutional consultant opportunities across markets.
• Maintains a high level of activities and visibility within the consultant marketplace including direct marketing in-person dialogue/meetings and industry conferences and events attendance.
• Develops a pipeline of consultant prospects/relationships within the assigned territory enabling new business opportunities for Calamos Advisors LLC.
• Generates and advances opportunities and assists in the closing of new institutional mandates within the assigned consultant territory and contributing positively to Institutional Services annual asset raising and revenue targets.
• Utilizes required management reporting tools/systems to ensure accurate and timely reporting of activity and opportunities within the assigned territory.
• Works collaboratively with the Institutional team to ensure we are meeting or exceeding industry best practices relative to marketing Calamos Advisors LLC and servicing our clients.
• Coordinates internal resources communicating and collaborating with key IS team members and other internal business units critical to success including Product Management Portfolio Specialists Legal Compliance Operations Product Management and the investment team.
• Demonstrates appropriate firm investment philosophy process and product knowledge and the associated professional skills in delivering presentations both independently and as part of a team.
• Attends industry events and conferences providing strategic opportunities to network while enhancing firm and investment product visibility in the marketplace.
• Support the client/consultant relationship management (CRM) function as needed including ongoing or ad-hoc activities (e.g. client review meetings) critical to client and asset retention.
• Performs related duties as assigned.

Preferred Qualifications

• Bachelors degree in finance Business Economics or Marketing. MBA encouraged. CFA or CIMA certification desired.
• Series 7 and Series 63 licenses required. Can obtain post employment.
• Minimum 10-15 years investment management experience with proven direct consultant relations coverage experience.
• Ability and willingness to travel on a consistent basis.
• Self-motivated and self-disciplined.
• Well-organized with solid time management skills.
• Comprehensive industry and product knowledge.
• Excellent presentation and communication skills.
• Ability to work effectively in a team environment.
• PC skills in client relationship management/prospecting databases and other related applications.

Compensation Disclosure

The compensation for this role takes into account various factors including work location individual skill set relevant experience and other business needs. The estimated base salary range for this position is $200000 -$250000 annually. Additionally this position is eligible for an annual discretionary bonus.

Please note that this is the current estimate of the base salary range intended for this role at the time of posting. The base salary range may be adjusted in the future.

Benefits

Calamos offers a comprehensive benefits package including health and welfare benefits (medical dental vision flexible spending accounts and employer-paid short and long-term disability) as well as retirement benefits (401(k) and profit sharing) paid time off paid parental leave and other wellness benefits.

Required Experience:

Exec